In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Ben Rogoff, manager of the Polar Capital Technology Trust (PCT). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.
You can listen to this week’s podcast in full on the audio players below. Alternatively, you can subscribe and download it on most podcast channels including Soundcloud, Apple, Spotify, Google, and others. For any listeners who have subscribed via Stitcher, please note that service is now discontinued. Please resubscribe through one of the other channels.
If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers subscribers an opportunity to receive additional premium content, including interviews, investment trust performance data, market/portfolio reviews and regular extracts from the editor’s notebook. This week, as well as the regular features, the Circle features a profile of JPMorgan European Discovery (JEDT). Jonathan has also listed fifteen investment trusts that he believes may offer an upside if there is a reversal in the derating driven by falling interest rates. A subscription costs £8 a month, or a modest £2 a week.
Discussing AI
01:00 – This week’s guest
01:41 – Money Makers Circle
02:08 – Review of the week
06:16 – Corporate news and announcements
14:30 – Summary of results
16:21 – Q&A with Ben Rogoff
23:49 – The expansion and use of AI capabilities
33:28 – Comparing to previous tech innovations
38:27 – What could derail AI?
41:28 – Fields that could be transformed
44:11 – A new lens by which to judge investments
47:27 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Round Hill Music Royalty Fund (RHM)
- Hipgnosis Songs Fund (SONG)
- Ecofin US Renewables (RNEW)
- US Solar Fund (USF)
- International Public Partnerships (INPP)
- GCP Infrastructure (GCP)
- RM Infrastructure Income (RMII)
- Caledonia Investments (CLDN)
- HG Capital (HGT)
- LXi REIT (LXI)
- Home REIT (HOME)
- Schiehallion Fund (MNTN)
- Schroder Capital Global Innovation (INOV)
- AEW UK REIT (AEWU)
- RTW Biotech Opportunities (RTW)
- Gresham House Energy Storage (GRID)
- Gore Street Energy Storage (GSF)
- Pantheon Infrastructure (PINT)
- Mid Wynd International (MWY)
- Triple Point Social Housing (SOHO)
- Apax Globle Alpha (APAX)
About Money Makers
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Disclosures about the editor’s personal holdings of investment trusts can be found here. Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk) and Doceo (doceo.tv). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.